What are the benefits of this feature:
- You will have automated report generation on a weekly/monthly/quarterly basis;
- No need to log in to Precoro, filter, and export your reports.
*This feature is BETA. Please, ask your CS manager to add this feature to your account.
How to configure report export
Connect your Google account
- Open profile settings --> click on Google-sheet tab --> press Connect
Create a saved filter for the report and then create a schedule
- Open the report page, add some filers and click on Save filter;
- Please, note: don't use the date filter when saving it. You will have a schedule based on delivery/create/issue/payment dates.
- Click on Schedule report and fill in the form.